Tax Senior Manager, Direct SALT Funds

What You’ll DoAs a Senior Manager on our State & Local Tax (SALT) team, you will lead complex direct tax (income/franchise) engagements for investment funds, private equity, hedge funds, and asset management clients. You’ll serve as a trusted advisor on multi-state tax matters, delivering strategic compliance, consulting, and structuring solutions with a strong emphasis on New York state taxation and Tri-State tax matters.

Are you an experienced state and local tax professional with deep expertise in direct (income/franchise) tax and a passion for delivering high-impact consulting and planning solutions? As a Senior Manager on our SALT team, you will take ownership of complex state income tax engagements for investment companies, management companies, and other sophisticated client structures. In this role, you will lead strategic SALT consulting and planning initiatives, drive technical analysis from structuring through compliance, and serve as a trusted advisor and thought leader in the direct tax space—while mentoring team members and contributing to practice growth.

SALT Strategy & Compliance Lead and manage complex state income and franchise tax consulting and compliance engagements, including multi-state apportionment, nexus analysis, and entity structuring. Advise on state tax implications for investment partnerships, funds, and management company structures. Develop and implement state income tax planning strategies, including pass-through entity (PTE) tax elections, credit and incentive analysis, and state-specific filing positions.

Serve as a technical subject matter expert on direct SALT matters, with a particular emphasis on New York state tax (required). Monitor legislative and regulatory developments across key jurisdictions and provide strategic guidance to clients and internal teams. Client Experience Serve as primary relationship lead for SALT engagements, delivering proactive, high-quality consulting and planning advice. Build trusted-advisor relationships by understanding clients' operations, structures, and state tax risk areas.

Provide clear, actionable recommendations on complex multi-state issues tailored to each client's business. Collaborate across service lines—including federal tax, funds, and M&A teams—for seamless, integrated service delivery. Team Leadership & Practice Growth Review work of managers, seniors, and staff; provide coaching, feedback, and technical guidance. Mentor and develop team members to build the next generation of SALT leaders. Foster a collaborative, high-performance team environment.

Contribute to business development and help grow the firm's direct SALT practice.

Who You Are Required Bachelor's degree in Accounting or a related field

Active CPA license, EA, or JD with active bar license8+ years of progressive SALT experience with a strong focus on direct (income/franchise) taxNew York state tax expertise

Proven leadership, communication, and client management skills

Interest in business development and growing a SALT practice

Proficiency in tax research tools and Microsoft Office

Preferred Experience  advising investment companies, funds, or complex entity structures (strongly preferred)
Background at a Big 4 or large public accounting firm

Location

Preferred:
New York Tri-State area (NY, NJ, CT)
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